HOFFMANN HERMANSON
SEC RegisteredYour Milestones, Our Expertise
About the firm
Hoffmann Hermanson serves as a trusted investment advisor for individuals, families, business owners and charitable organizations. The firm was founded by two long-time friends and colleagues with a passion for investing and 35 years combined experience in financial services and capital markets. Their process is client-focused rather than product-driven, creating custom, results-oriented financial roadmaps based on each client's unique circumstances and wealth goals.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment advisory and portfolio management services, including custom financial roadmaps, investment selection across diverse asset classes, and alternative investments including private placements.
Who they serve
Individuals, families, business owners and charitable organizations.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 129 | $22M |
| High Net Worth Individuals | 70 | $161M |
199 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 1.25% |
| $1,000,001 to $5,000,000 | 1.00% |
| $5,000,001 and over | 0.75% |
Data as of April 3, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. HOFFMANN HERMANSON has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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